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Best Financial Advisors in Denton

2024

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SmartAdvisor by SmartAsset logo
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SmartAdvisor by SmartAsset

Denton, TX
  • Estate Planning
  • Financial Planning
  • Investment Management
  • Retirement Planning

Why choose this provider?

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
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Price: Free Consultation

Denton, TX

Why choose this provider?

Need help contacting a Financial Advisor in Denton? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Price: Free booking service | Call 848.Book.Pro!

Website
723 South Interstate 35, Denton, TX 76205
  • Business Formation

Why choose this provider?

Mobius Financial Advisors is an investment advisory firm with offices located in Denton and Dallas. It offers various financial planning solutions to individuals, which include retirement, insurance, and education planning. In addition, the firm caters to commercial property owners by performing advisory services, such as business loan protection, salary continuity planning, selective incentive planning, and exit planning. Ray Croff, the firm's CEO and president, is a Certified Exit Planning Advisor and an investment advisor representative.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Facebook
5.0 / 5 (1)

Website
207 West Hickory Street, Denton, TX 76201
  • Certified Financial Planner (CFP)

Why choose this provider?

InvestmentHunter is an independent financial advisory firm that serves clients in Denton and its neighboring areas. It provides life planning, money management, and integrated services. Its integrated services include college, insurance, social security, and retirement planning. The company also covers tax planning, cash flow analysis, debt management, and the sale of a company. InvestmentHunter has been assisting clients with their financial needs for over 15 years. Its founder, Hunter Hardy, has accumulated experience in finance, real estate, sales, and marketing.

Website
515 South Carroll Boulevard, Denton, TX 76201
  • Certified Financial Planner (CFP)

Why choose this provider?

Grunden Financial Advisory, Inc., is a financial management company that serves clients in Denton and the surrounding areas. The firm offers wealth management services, helping customers with wealth enhancement, wealth transfer, wealth protection, and charitable giving. It published the book, "The Wealth Builder Challenge", which tackles the most important factors in wealth management. The company serves a diverse portfolio of clients, from young professionals to large corporations. In 2018, the firm was named one of the Best Financial Planning Firms by D Magazine.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
130 Old Town Boulevard South, Argyle, TX 76226
  • Estate Planning
  • Retirement Planning
  • Insurance Products
  • Tax Planning

Why choose this provider?

RFG Wealth Advisory assists the residents of Denton in tracking their financial progress. The firm's services cover financial blueprints, investment management, and retirement success assessments. Its professionals help clients focus on controllable factors, such as managing expenses and taxes and diversifying their portfolios, and provide guidance in organizing their financial life. They address various issues in financial plans, including insurance, planned giving, and cash flows. Chris Robinson, the company president and founder, is a Denton native who places great value in serving fellow members of his community.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Facebook
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
2556 Lillian Miller Parkway, Denton, TX 76205
  • Certified Financial Planner (CFP)
  • Tax Planning

Why choose this provider?

Relevance Capital Management is an independent and locally operated financial advisory firm that serves the residents of Denton and the surrounding areas. It assists clients transitioning into retirement through services such as strategic financial planning and tax planning. In addition, the firm provides dividend-focused management services for investment portfolios. Founder Jimmy Rench has been working in the financial planning field for more than 25 years. He is also a member of the Financial Planning Association.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (3)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.5
Responsiveness
Friendliness
Helpfulness
Detail

Website
505 West University Drive, Denton, TX 76201
  • Certified Financial Planner (CFP)

Why choose this provider?

Complete Financial Group is a full-service financial management company that serves clients in Denton and the surrounding communities. Individuals and businesses can both benefit from the firm's financial planning services. Its financial advisors collaborate with a variety of financial companies to provide wealth management solutions that can assist clients in securing and expanding their assets. The team also provides a variety of personal and business insurance plans. The firm has been serving customers throughout Texas since 2001.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.8
Facebook
4.8 / 5 (17)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Frequently Asked Questions

  • Introduction

    There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

    • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
    • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
    • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
    • An investment advisor offers investment advice and recommendations to individuals or organizations.
    There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

  • What are the benefits that come with employing financial advisers in Denton that have earned the CFP designation?

    The strict adherence to the Standards of Professional Conduct by the CFP Board, which includes disclosing disciplinary information to the public, sets the CFP certification apart from several other credentials in the Denton financial services sector. Financial advisors seeking CFP certification are also required to pass a background check and those who fall short of their standards will be barred.

  • Do Denton banks provide free financial counseling for clients?

    Yes, many banks in Denton provide free banking or financial assistance, with the larger ones also offering guidance from certified financial advisors. However, because these experts work for the bank, they might not always have your best interests in mind. Additionally, gaining access to a service for more serious concerns may result in you having to pay your bank more fees. 

  • How can financial adviser costs in Denton be reduced?

    Working with a robo-advisor can be an option if you're just starting out and have a small balance. Robo-advisor fees can range from 0.25% to 0.50% of AUM. This is less than what Denton's typical financial advisors are paid on average. However, since robo-advisors give less access to humans, it is only advised for individuals with less difficult financial issues.

  • Do Denton financial advisors assist clients with modest portfolio sizes?

    Yes, some advisors do. Professional financial help is no longer considered a service for the wealthy. Despite the fact that some businesses have minimum portfolio size or net worth restrictions, there are still plenty of alternatives for people who are just getting started. Additionally, the goal of some financial advisors in Denton is to create long-lasting connections that could initially be small but develop over time.

  • Are ETFs a good investment for individuals in Denton?

    Depending on their overall investing budget, an individual in Denton can choose the value of an ETF investment. ETFs are a great way to diversify, but there might be some risks involved. A 401(k), an IRA, a health savings account, life insurance, and other conventional investment vehicles may be suggested as a first step to securing one's financial future. ETFs are a good option for individuals with some additional cash on hand for future investments.

  • Are financial advisors worth it?

    Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.